Sunidhi Sunidhi signed Paxon Energy & Infrastructure's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Paxon Energy & Infrastructure's EIN is 81-3692843.
Download the official 2024 Form 5500 (PDF) for Paxon Energy & Infrastructure from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Paxon Energy & Infrastructure's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $41K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.4M | 96.5% | |
| [Assets held in common collective trust] | Other | — | — | $64K | 1.8% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $64K | 1.8% | |
| [Assets held in participant loans] | Other | — | — | $59K | 1.7% |
| INVESTMENT/FINANCIAL ADVI |
| $7K |
| — |
